See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,514 | $48,274+4.6% | $63,517-20.5% | $59,632-15.3% |
| Participation rate | 44.4% | 66.3%-21.9pp | 71.0%-26.6pp | 68.7%-24.2pp |
| Annual return | 1.28% | -240.79%+242.1pp | -70.30%+71.6pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $997 | $2,343-57.4% | $2,953-66.2% | $3,192-68.8% |
| Admin fee / account holder | $1,378 | $3,600-61.7% | $5,892-76.6% | $4,297-67.9% |